HLI icon

Houlihan Lokey

535 hedge funds and large institutions have $7.71B invested in Houlihan Lokey in 2026 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 187 increasing their positions, 209 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more ownership

Funds ownership:

less funds holding

Funds holding:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

17% less capital invested

Capital invested by funds: $9.29B → $7.71B (-$1.59B)

25% less first-time investments, than exits

New positions opened: 73 | Existing positions closed: 97

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
535
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.63M
Puts
$934K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SC
401
Steph & Co
Wisconsin
$140K
SG
402
Sankala Group
Colorado
$140K
AF
403
Allworth Financial
California
$130K
BBHC
404
Brown Brothers Harriman & Co
New York
$127K
PA
405
Parallel Advisors
California
$126K
AF
406
Advisornet Financial
Minnesota
$122K
S
407
SignatureFD
Georgia
$107K
C
408
Covestor
United Kingdom
$103K
MG
409
Mather Group
Illinois
$83.9K
PPC
410
Park Place Capital
Alabama
$79.4K
AA
411
AlphaCentric Advisors
Puerto Rico
$71.7K
QL
412
Quarry LP
New York
$71.7K
AIM
413
Anchor Investment Management
South Carolina
$64.6K
MCA
414
McGuire Capital Advisors
Oklahoma
$64.1K
TFA
415
Transamerica Financial Advisors
Florida
$62.2K
WGL
416
Wellington Grp LLC
Indiana
$56.6K
ECSS
417
Eurizon Capital SGR SpA
$56.4K
Bessemer Group
418
Bessemer Group
New Jersey
$51K
BC
419
Bayforest Capital
United Kingdom
$50.8K
EA
420
Emerald Advisers
Pennsylvania
$49.5K
TSMHT
421
Thurston Springer Miller Herd & Titak
Indiana
$48K
MPWT
422
MassMutual Private Wealth & Trust
Connecticut
$42.8K
FFA
423
Farther Finance Advisors
California
$41.9K
VCM
424
Versant Capital Management
Arizona
$38.3K
VNT
425
Vanguard National Trust
Pennsylvania
$37.3K